About importing data from an Excel or CSV file
Mapping allows you to specify how you want the information in your Excel or
CSV file to be imported into QuickBooks. You control how each column of
information from your spreadsheet is brought into QuickBooks, using a
You can create, edit, and delete mappings.
Creating a new mapping
You set up an import by selecting an import file and mapping columns in the
import file to fields of QuickBooks data. For example, you might map the Customer
Name column in an import file to the Customer field in QuickBooks.
If necessary, click the Set up Import tab.
Select the Excel or CSV file you want to import.
If you are importing an Excel file, specify which sheet in the Excel workbook contains the data you want to import.
If the import file contains a header row that labels the contents of each
column, select this data file has header rows.
What does this option do?
If you select this option, the labels in the header row (for example,
first name, last name, and phone number) will be used to help you map
columns in the file to the corresponding QuickBooks data fields. It will
also ensure that the header row is not imported as data.
Click the Choose a mapping drop-down list and then click Add
Give your new mapping a name.
Select an Import type.
An Import type is a template that allows you to map QuickBooks fields to
your import data. Here are the four different QuickBooks Import types and some
of the fields available in each.
Job or Customer Name
Bank Acct. No./Card No.
Print on check as
Vendor eligible for 1099
Account is Inactive
Remind me to order checks
Billing Address 1
In the QuickBooks column, click to select the QuickBooks field you want
Click in the Import data column and choose the column in the
Excel or CSV file to use for the selected QuickBooks field.
Here's an example:
Repeat this process until the mapping is complete.
Editing an existing mapping
Deleting a mapping